Improving your financial situation will be a whole lot easier when you have a skilled financial planner at your side. In Canberra’s active and dynamic financial scene, trusted experts stand out for their expertise, dedication, and tailored wealth management approaches.
In this article, we’ll unveil the top 10 financial planners in Canberra, each standing out for their unique strengths and proven track records. Whether you’re seeking comprehensive retirement planning, investment strategies, or estate management, these professionals have the knowledge and experience to guide you toward financial success in Australia’s capital city.
1. Nest Advisory Group
Nest Advisory Group is a financial planning firm in Canberra that offers comprehensive financial services including superannuation, insurance, investment management, and mortgage broking. Founded in 2015 by Nick Lucey, a Certified Financial Planner with 20+ years of experience, their team of CFPs provides unbiased advice and tailored solutions.
Services encompass selecting suitable super funds, managing accounts, finding insurance coverage, long-term investment strategies, and mortgage assistance. The firm is ASIC registered, an FPA member, and was featured in publications like Canberra Times and Australian Financial Review underscoring their reputation as a reliable financial planning choice.
Address: 4/15 Moore St, Canberra ACT 2601, Australia
Phone: +61 2 6169 4102
Website: nestadvisory.com.au
2. Capital Advisory
Capital Advisory is a comprehensive financial and business advisory firm catering to business owners, executives, retirees, and investors. Their services encompass accounting, tax advice, and business guidance. After merging with Salter Associates in 2020, the combined entity offers extensive business, tax, and financial expertise. The firm takes a holistic approach to clients’ personal and business financial needs, even catering to overseas clients. Directors share values and local ties with a focus on personal and financial growth.
Their recent offering, Capital Advisory Plus, provides premium personalised services, including business plan reviews, budget forecasting, tax-effective strategies, and wealth accumulation for high net-worth and high-income families. They also offer mortgage broking and estate planning assistance.
Address: Mezzanine, 55 Wentworth Avenue Kingston ACT 2604
Phone: +61 2 6232 0000
Website: capitaladvisory.com.au
3. Bravium
Founded in 2007 by Scott Farmer, Bravium has emerged as a premier financial planning firm in Canberra. Farmer, acknowledged four times by AFR as a Top 50 Smart Investor, cultivated the business over 15 years. Bravium’s distinctive approach sets it apart—clients are not seen as typical but unique individuals with their own circumstances.
The firm’s transparent model prioritises clients, eschewing commissions and incentives from banks. The accolade-decorated team boasts recognitions like Certified Financial Planner (CFP®), AFR Smart Investor, Telstra Business Awards, AMP University Challenge, and Young Leaders in Finance. Bravium crafts tailor-made financial solutions that align with each client’s distinct needs.
Address: 70/10-12 Lonsdale St, Braddon ACT 2612, Australia
Phone: +61 2 6152 0152
Website: bravium.com.au
4. Much More than Money
Much takes a unique and a holistic approach, recognising that life encompasses more than financial matters. The firm’s financial advice centers on individual core values and goals, striving to achieve a Return on Life rather than merely a Return on Investment. People, relationships, and experiences are the top values at this firm, inspiring enhanced well-being.
The firm’s transparent approach ensures clarity, choice, and certainty, offering expert advice and comprehensive financial plans. Guided by a values-based method, discussions start with a Game Plan exercise to align strategies with personal values. Services include retirement planning, cash flow management, estate planning, portfolio management, and wealth protection, all aiming for overall financial wellness.
Address: 39 Torrens St, Braddon ACT 2601, Australia
Phone: +61 2 6249 1555
Website: muchmorethanmoney.com.au
5. Canberra Advice Financial Planning
Canberra Advice Financial Planning is a private owned financial planning service led by principal adviser Serhan Mackey bringing 14 years of financial institution experience. The firm focuses on tailored guidance, specialising in Defined Benefit Schemes, Industry super funds, and self-managed super funds. Notably, Serhan played a pivotal role in an award-winning financial planning team for Australian Public Servants and Defense.
Her commitment extends to board roles and advisory panels, aiming to enhance women’s financial literacy and reduce the gender wealth gap. Services span Defined Benefit Schemes, superannuation, investments, cash flow, retirement planning, life insurance, estate planning, redundancy advice, and debt management.
Address: Level 8/121 Marcus Clarke St, Canberra ACT 2601, Australia
Phone: +61 422 354 617
Website: canberraadvice.com.au
6. Véurr Financial Planning
Derived from ‘Old Norse, meaning protector and guide,’ Véurr offers comprehensive financial services for personal financial planning and wealth protection. With over 40 years of combined industry experience, the Canberra-based team provides transparent advice and digital consultations for clients across Australia.
Led by Maciej Stanek, who holds a Bachelor of Commerce with Honours in Finance and an Advanced Diploma in Financial Planning, the team aims to empower clients to make informed financial decisions for wealth creation and protection. Their passion for financial education sets them apart in guiding clients toward financial freedom.
Address: Unit 6 Level 2/11 National Circuit, Barton ACT 2600, Australia
Phone: +61 2 6171 1777
Website: veurr.com.au
7. Panorama Wealth
Offering proven strategies for wealth creation and protection, Panorama Wealth stands out by treating clients like family and prioritising their best interests. Qualified financial advisers assist clients step by step, from initial consultation to ongoing reviews, covering areas such as investing, tax-effective wealth creation, superannuation, retirement planning, defined benefit pensions, SMSFs, and wealth protection through insurance.
George Collie, the principal adviser, holds over 11 years of financial planning experience and guides clients in achieving their financial goals. With a Masters in Applied Finance, a Bachelors in Accounting and Finance, and the Certified Financial Planner designation, George’s expertise is coupled with a passion for sports and community engagement.
Address: Level 6/490 Northbourne Ave, Dickson ACT 2602, Australia
Phone: +61 2 6257 1488
Website: panoramawealth.com.au
8. Milestone Financial
Milestone Financial is a trusted team of financial planners in their Canberra office that offers comprehensive services in financial planning, estate planning, and mortgage broking. With a focus on achieving various financial goals, including retiring comfortably, eliminating debt, safeguarding lifestyles, investing in property, managing self-managed super funds, and attaining financial independence, Milestone believes in setting strong financial foundations.
They emphasise cash flow management, passive income generation, budgeting, and debt management. Through their ‘debt snowball’ approach, they guide clients toward a strategic repayment plan. Their goal is to ensure financial freedom and security while helping clients make informed financial decisions.
Address: 12 Thesiger Ct, Deakin ACT 2600, Australia
Phone: +61 2 6102 4333
Website: milestonefinancial.com.au
9. Envision Financial
Acknowledging the complexities of finance, Envision Financial offers the best advice to foster confidence. They prioritise understanding your needs, delivering advice that’s understandable, reliable, accessible, and convenient. Their process focuses on understanding your situation, defining your goals, crafting a suitable strategy, and delivering sound investing advice.
Founded by Luke Smith in 2015, Envision offers expertise in areas including government and military superannuation, tax-effective investments, self-managed super funds, and risk insurance. With a history of making complex financial matters comprehensible, Luke aims to create a partnership with clients, empowering them with informed advice.
Address: 44/52 Townshend St, Phillip ACT 2606, Australia
Phone: +61 2 6260 4749
Website: envisionfinancial.com.au
10. Wholistic Financial Solutions
Wholistic Financial Solutions is a financial services firm with over 30 years of experience catering to individuals and businesses alike. Their range of services covers accounting, taxation, financial planning, mortgage broking, superannuation, SMSFs, property investment, personal insurance, estate planning, and property management.
Led by CEO and Founder Catherine Smith, the firm’s comprehensive approach aims for financial freedom and success, offering tailored services for various life milestones. Catherine Smith’s insights are also featured in Your Investment Property magazine. Wholistic Financial Solutions offers a commitment-free consultation for clients who want to embark on a personalised wealth journey.
Address: 4/6 Pelle St, Mitchell ACT 2911, Australia
Phone: +61 2 6162 4546
Website: wholisticfinancialsolutions.com.au
What To Consider When Choosing a Financial Planner
When choosing the best financial planner, it helps to know what you should consider when making a choice. So here are some considerations you should bear in mind when looking for financial planners.
Past Client Feedback
Not all financial planning services will be alike. One of the best ways to tell the difference is to check feedback from past clients.
Certifications
You can look for certifications and recognitions from organisations like the Financial Planning Association of Australia (FPA) or the Association of Financial Advisers (AFA). If your planner has a prestigious financial planning association award, it could put you in a better position than most.
Expertise
The financial planning industry has many financial planners, but there are those that stand out because they’re really experts at what they do. To spot this, look for years of service. While years aren’t the only measure of expertise, you’re more likely to get better advice from someone who has been around for 20 years than from someone who has been around for two.
Bias-Free Advice
Work with financial planners who have no incentive or conflicts if you want independent financial advice. That way, you know you’re getting the investment vehicles that secure your financial future best because they’re the best instruments for you. Not because your planner gets a commission.
Final Words
These best financial planners in Canberra offer expert guidance for achieving financial goals and security. Whether building wealth, ensuring a stable future, or reaching milestones, their expertise can help navigate the complexities of finance. Partnering with these experts is your key to a trusted ally on your financial journey. Secure a brighter, more stable future by tapping into their expertise today!
